See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,341 | $138,044+2.4% | $125,339+12.8% | $134,475+5.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.41% | 750.33%-762.7pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $14,554 | $5,243+177.6% | $4,814+202.4% | $4,740+207.1% |
| Participant deferral / active EE | $11,933 | $7,799+53.0% | $7,446+60.3% | $6,400+86.5% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |